+163.0%
LITE vs V
+26.6%
+136.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -3.7% |
| 7D | +10.8% | +0.9% | +9.9% | +11.4% |
| 30D | -33.4% | +9.0% | -42.4% | -29.0% |
| 3M | -32.2% | +16.7% | -49.0% | -24.4% |
| 6M | -42.1% | +33.4% | -75.5% | -33.8% |
| YTD | +61.9% | +22.4% | +39.5% | +88.4% |
| 1Y | +163.0% | +27.7% | +135.3% | +205.7% |
| All | +163.0% | +26.6% | +136.4% | +205.7% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded V wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling